linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Samuel Usem

Affiance Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Samuel Usem

Marc Usem is a financial advisor registered in the state of Minnesota. Marc has been in the financial industry since 1993. Marc has been affiliated with Affiance Financial LLC since April 2015 and Private Client Services, LLC since May 2017. Marc offers a variety of financial planning and investment advisory services to individuals and businesses. Marc is also a general partner of Usem Family LP, a family investment portfolio management firm.

Firm Information

Marc Usem is currently registered with Affiance Financial LLC. Affiance Financial LLC is an investment advisor registered with the SEC and located in ST. LOUIS PARK, MN. The firm provides financial planning, portfolio management for individuals and businesses. They have approximately $971,389,913 in regulatory assets under management. Affiance Financial LLC primarily serves high-net-worth individuals and individuals other than high-net-worth, with a total of 1,027 clients.
Affiance Financial LLC

600 HIGHWAY 169 SOUTH

ST. LOUIS PARK, MN 55426

$971.39M

Assets Under Management

8

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Usem’s Registration & Firm History

MN

03/15/2016 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

MN

10/13/2015 - 05/16/2017

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

NY

11/28/1997 - 01/21/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/08/1993 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

Not sure if Marc Samuel Usem is right for you?

Licenses & Designations

BOTH

Issued 12/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Samuel Usem.
Not sure if Marc Samuel Usem is right for you?